Private Wealth Management Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54K | Hold |
34
| – | – | ﹤0.01% | 898 |
|
|
2025
Q1 | $3.71K | Sell |
34
-28
| -45% | -$3.05K | ﹤0.01% | 844 |
|
|
2024
Q4 | $5.83K | Buy |
62
+28
| +82% | +$2.63K | ﹤0.01% | 680 |
|
|
2024
Q3 | $3.27K | Hold |
34
| – | – | ﹤0.01% | 887 |
|
|
2024
Q2 | $2.67K | Hold |
34
| – | – | ﹤0.01% | 949 |
|
|
2024
Q1 | $2.79K | Hold |
34
| – | – | ﹤0.01% | 834 |
|
|
2023
Q4 | $2.86K | Buy |
+34
| New | +$2.86K | ﹤0.01% | 819 |
|